Inviting and Moderating Team Members

Hevo allows you to invite, search for, and remove team members if you are an Owner in your workspace. There is no limit on the number of users that you can invite to your workspace. However, one user can belong to only one workspace. Therefore, the invited member must leave their current workspace, if any, to join yours.

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Inviting a Team Member

To invite a user to the team:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team. The Team Members page opens in the Members tab by default.

   

3. In the Email Address field, enter the email ID of the user you want to invite, and click INVITE.

   The email ID is added to the members’ list and the invited user receives an email with the steps to create the account to join your team.

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Finding a Team Member

To find a team member:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team.

3. In the Team Members page, search for the team member using the Search Members field.

   

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Removing a Team Member

To remove a member from the team:

1. Click the drop-down next to your username in the User Information Panel.

2. Click Team

3. In the Team Members page, click the kebab menu () next to the member’s email ID and click Delete.

   

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